In: Taxes

27 MarJust When You Thought You Were Out of Debt


American households are drowning in consumer debt, with the Federal Reserve Bank reporting a new record of over $1.13 Trillion in…

Read More

14 DecYear-End Charitable Giving Strategies


As the end of another year approaches, most altruist investors are considering their year-end charitable giving. When focusing on the goal…

Read More

19 SepYour Future Income Tax Brackets May Be Higher Than You Assume


Future assumed income tax brackets are a major consideration when making current decisions, such as the decision to convert a traditional…

Read More

22 MarThe SECURE ACT 2.0: Three Good features


On December 29th, 2022, the SECURE 2.0 ACT was signed into law. It includes a few provisions that are beneficial for…

Read More

08 JunGenerational Wealth Transfer Strategies to Minimize Taxes and Fees


Four Simple Gifting Strategies How do you transfer your wealth and property to the next generation before you pass on? While…

Read More

12 FebUpdated: What to Know and How to Plan for Washington State’s “LTSS” Trust Act


Article updated on February 7, 2022 On January 27th, Washington State Governor, Jay Inslee, announced a delay in the implementation of…

Read More

23 JunAdvice Regarding the Washington State Long Term Care Law


The latest tax news from Washington State includes a long- term care tax on W2 income. For details, please refer to…

Read More

08 JanIt’s a new year: What we know and what is to come


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

2020 was a roller coaster of a year with markets starting strong only to be disrupted by COVID-19, resulting in the…

Read More
CARES Act

30 MarUnderstanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Late last week, the federal government passed an 883-page, $2.2T bill dubbed the CARES Act (Coronavirus Aid, Relief and Economic Security)….

Read More

22 JanThe SECURE Act: Summary and Implications for Retirement Savers


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

The final weeks of 2019 brought a relatively large piece of retirement legislation into law known as the “Setting Every Community…

Read More

22 FebTax Reform and Filing for 2018


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

With tax season in full effect, many people are feeling the impact of Tax Reform 2018 for the first time. Therefore,…

Read More

15 OctThe Nature of American Tariffs


With all the buzz surrounding the recent increase in U.S. tariffs, a discussion regarding the nature of tariffs is timely. We…

Read More
The Capitol, Washington DC-min

11 Jan2018 Tax Reform Bill: How the New Tax Reform Will Affect You


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Since passage of the recent tax reform bill, the Tax Cuts and Jobs Act of 2017 (TCJA), major changes have been…

Read More